Snowshagal · INVESTMENT NOTE
NO.01 · SNOWSHAGAL RESEARCH
2026.09.01
U.S. MONEY MARKET · SEPTEMBER WATCH

September 15:
A Check on U.S. Money Markets

Treasury settlements and tax payments converge on the same day · No current signs of funding stress · A window to test the shock-absorbing capacity of short-term funding markets with long-term yields already elevated

THE POINT

This is not a crisis call. The price of money is already high · On September 15, the question is whether the flow of funds also comes under strain.

SOFR3.65%08.28
EFFR3.63%08.28
IORB3.65%08.28
LIQUIDITY / GDP≈ 9%Reserves + ON RRP basis · Yuanta estimate
01

No Clear Signs of Funding Stress Yet

Lower trading volume ≠ funding stress

SOFR transaction volume fell from $3.51 trillion in early January to $2.81 trillion on August 28 · down about 20% · but the move looks closer to normalization in repo borrowing demand as hedge-fund basis trades were scaled back than to a collapse in market activity.1,10

Average SOFR-IORB spread in August was about -1 bp · on August 28 it was 0 bp (SOFR 3.65% = IORB 3.65%) · EFFR was 3.63% the same day · through month-end, there was no clear sign of funding stress or spillover into the federal funds market.1,10

02

What Converges on September 15

Higher cash demand + cash drain

Under the U.S. Treasury's tentative schedule, 3-year, 10-year and 30-year securities all settle on September 15 · based on the August 5 quarterly refunding, issuance sizes are $58 billion for the 3-year, $39 billion for the 10-year and $22 billion for the 30-year · $119 billion of coupon securities in total · 4-week, 8-week and 17-week Bills are also scheduled to settle that day.2,3

Third-quarter estimated tax payments for corporations and individuals are also due that day · private-sector cash moves toward the TGA.4

TAXTax paymentsPrivate-sector cash → TGA · directionally reduces reserves
SETTLEMENTTreasury settlementHigher funding demand from dealers and investors
$119 billion ≠ a $119 billion net liquidity drain

It is scheduled gross coupon issuance · distinguish it from net coupon supply after subtracting maturities · the net burden should be recalculated after the early-September auctions.

03

Why This Time Warrants a Closer Watch

Less buffer capacity · but safeguards remain

RMP has been reduced from $40 billion → $25 billion → $10 billion per month · no additional RMP is scheduled from August 14 through September 14 · only about $17 billion of reinvestments are planned.1,5

ON RRP is essentially depleted · Government MMF assets remain large at about $6.55 trillion · the key is not the amount of cash itself, but where that cash is allocated between repo and Bills when it is needed.1

Fed research · Effect on the TGCR-IORB spread from $50 billion of net coupon issuance (bp)
<10%
+8.9bp
10%
+5.5bp
11%
+2.2bp
12%
+2.4bp
>12%
+0.7bp
Liquidity = (reserves + ON RRP) ÷ nominal GDP · values are taken from the Fed's published Figure 2 Accessible Data · <10% does not mean a crisis threshold; it is simply the range in which rates were more sensitive to Treasury supply shocks of the same size.
The 11% and 12% point estimates are slightly non-monotonic and their confidence intervals overlap substantially · focus on the broader pattern of higher sensitivity at lower liquidity, not the ranking of individual buckets.6
The current position falls in the highest-sensitivity range

Yuanta's ≈9% estimate falls into the <10% bucket above · this does not mean a crisis threshold has been breached; it means repo rates historically reacted more strongly to Treasury supply shocks of the same size in this range.

Pressure Factors

ON RRP depletion · less standalone cash-buffer capacity
Smaller RMP · no additional purchases through September 14
High-rate environment · greater Treasury inventory and funding burden

Buffers

SRF · standing cash backstop
Lower September Bill issuance · Treasury has incorporated tax inflows into its issuance plan
Improved market infrastructure · changes since 2019
04

Low-Probability Transmission Path

A stress map, not a forecast
BASE
Nothing happens, or SOFR rises for one dayThe most natural case · conditions normalize after cash returns and the backstops work
STEP 1
Stress stays inside the repo marketSOFR-IORB widens · the upper tail of the SOFR distribution (75th and 99th percentiles) rises · SRF usage may increase
STEP 2
Spillover into the Treasury marketHigher dealer funding costs · greater Treasury inventory burden · reduction in leveraged positions · potential further rise in Treasury yields
TAIL
Cash-preference regimeStocks weaken + Treasury prices fall (yields rise) + the dollar strengthens · gold may also be sold initially
WHAT MATTERS

What matters is not whether repo rates rise, but whether cash fails to come in even at high rates and the strain spreads into the Treasury and federal funds markets.

05

What to Watch Around September 15

Four indicators are enough
01SOFR - IORBWatch whether the spread persists for several days rather than merely jumping briefly
02SOFR upper tailWatch whether 75th- and 99th-percentile transaction rates widen sharply first
03SRF usageWatch for a meaningful increase in use of the standing backstop
04EFFR + long TreasuriesSpillover into federal funds · whether stocks weaken while 10-year and 30-year yields rise at the same time
Long-end buyback expansion begins10-20 year and 20-30 year sectors · per-operation purchase cap rises from $2 billion to at least $4 billion · applies through 11.049
Current RMP operating window ends08.14-09.14 · about $17 billion of reinvestments · no additional RMP5
Treasury settlement + estimated tax payments + FOMC beginsPolicy expectations and funding-market supply/demand need to be analyzed separately8
FOMC decisionMeeting includes release of the SEP (Summary of Economic Projections)8
Potential re-expansion of Bill issuanceThe next test for MMF cash allocation and the TGA/reserves balance
06

How Others Are Framing the Same Issue

Government · Fed · market experts
FED · 08.26

Formal research links balance-sheet runoff to repo-market pressure · the lower the level of liquidity, the greater the rate sensitivity to a Treasury supply shock of the same size.6

TREASURY · 08.05

Treasury explicitly plans to reduce Bill issuance in September in anticipation of mid-September tax inflows, then expand it again in October.3

DARRELL DUFFIE

In an FT interview, Duffie explains the financial-stability role of reserves and the risk of disruption in overnight funding markets if reserves are drawn down too far · this was not a specific warning about September 15.7

YUANTA · 08.31

September is a test of shock absorption · October is a test of the cash-allocation structure · the baseline is that current signs of funding stress remain limited.1

Treasury projects a TGA balance of about $950 billion at the end of September and a late-October peak of $1.05 trillion (±$0.05 trillion) · even if September passes smoothly, renewed Bill issuance in October and shifts in MMF cash allocation remain variables to watch.3

September 15 is not a crisis date; it is the first test.
If nothing happens, it confirms that U.S. funding-market buffers are working normally · if small cracks appear, the next question is whether the strain transmits to the Treasury market.

A pre-event checklist for tracking a low-probability risk · not a directional call on any asset and not investment advice · market data in the body reflects public releases available as of August 28, 2026.
Quick Glossary
SOFRBenchmark overnight funding rate based on U.S. Treasury-secured repo transactions
TGCRTri-Party General Collateral Rate · a repo benchmark published alongside SOFR
EFFREffective Federal Funds Rate · overnight unsecured interbank funding rate and an operational gauge of Fed policy
IORBInterest rate paid by the Fed on reserve balances held by banks
ON RRPFed Overnight Reverse Repurchase Agreement Facility · a place for MMFs and others to park cash at the Fed overnight
SRFStanding Repo Facility · a permanent backstop for obtaining cash from the Fed against Treasuries and other eligible collateral
RMPFed purchases of Treasuries, mainly Bills, for reserve-management purposes · adds reserves to the system
TGATreasury General Account at the Fed · where private-sector cash moves when taxes are paid
BillU.S. Treasury security with a maturity of one year or less
SEPSummary of Economic Projections from FOMC participants · released at the March, June, September and December meetings

Sources

1. Yuanta Securities Research Center · Kim Ho-jung · Lim Ji-yoon · Macro Flash: PCE/GDP/Jackson Hole/SOFR Review · 2026.08.31 · pp. 6, 9.
2. U.S. Treasury · Tentative Auction Schedule · 2026.09.15 settlement schedule.
3. U.S. Treasury · Quarterly Refunding Statement · 2026.08.05.
4. IRS · Third Quarter Tax Calendar · 2026.09.15 estimated-tax due date.
5. Federal Reserve Bank of New York · Treasury Securities Operational Details · 2026.08.14-09.14.
6. Federal Reserve Board · Anbil, Anderson, Cordes & Ruprecht · Repo Markets and the Fed's Balance Sheet · FEDS Notes · 2026.08.26 · Figure 2.
7. Financial Times Alphaville · FTAV Q&A: Darrell Duffie · 2026.08.
8. Federal Reserve Board · 2026 FOMC Calendar · 2026.09.15-16.
10. Federal Reserve Bank of New York · Reference Rates: SOFR / EFFR · final values as of 2026.08.28.